How it works

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The "Context-Aware" Client Lead Magnet
The Concept: Most agency websites have a "Download Salary Survey" or "Request a Call" form. Usually, this just sends an email to info@agency.com where it sits for hours. This workflow changes that. It treats every download as a potential high-value deal.

How it works:

The Hook (SourceFlow): A client fills out a form on your website.

The Brain (OpenAI): Instead of just forwarding the name, we pass the data to an AI Agent. It analyzes the Job Title and Company. Is this a "Head of Talent" (Decision Maker) or a "Student" (Noise)? This is the Context Awareness.

The Detective (Lusha): If it's a decision-maker, we instantly hit Lusha's database to find their direct mobile number and verified business email, enriching the data before your team even sees it.

The System (Bullhorn & Quake): We automatically check if the company exists in Bullhorn. If not, we create the Corporation and the Contact record instantly. We also back this up to "Quake Core" for safe-keeping.

The Alert (Slack): Finally, if the lead was high-quality, we send a "Hot Lead" alert to your sales channel on Slack with the mobile number and LinkedIn profile, allowing your consultant to call while the prospect is still reading the PDF.

Built Using

Quake OpenAi Bullhorn Lusha Slack
trigger
x
OpenAI action 
→ openai_classify
Analyze Lead Quality - Context Awareness: Determines if this is a Hiring Manager.
x
Lusha action 
→ get__v2_person
Enrich Contact Data - Finds direct mobile numbers and LinkedIn URLs.
x
Bullhorn action 
→ createClientCorporation
Create Client Company - Creates the Company record in Bullhorn.
x
Bullhorn action 
→ createClientContact
Create Client Contact - Creates the person in Bullhorn linked to the company.
x
Quake action 
→ quake_create_client
Sync to Quake Core - Backs up the client data to our internal master store.
condition
x
Slack action 
→ post__chat.postMessage
Notify Sales Team - Sends a hot lead alert to the #sales-leads channel.